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Personal Financial Planning

AAFCPAs Wealth Management provides high-touch, personal financial planning (PFP) and wealth management solutions for high-net-worth individuals and their families. Our services are designed for those who appreciate tax optimization, transparency, integrity, independence, and personalization.

We take your trust and this responsibility very seriously. Members of the AAFCPAs Wealth Management team are CERTIFIED FINANCIAL PLANNERs™ (CFPs®), Personal Financial Specialist (PFS), and Certified Public Accountants (CPAs), and deep tax expertise is applied to all financial plans and wealth management solutions. In addition, AAFCPAs Wealth Management chooses to be an independent, Registered Investment Advisory (RIA) firm.

Every financial planning situation is unique and requires a careful and comprehensive plan. We address a variety of complex financial planning needs that often arise when you accumulate wealth, such as: estate planning, asset protection, assisting you with the sale of your business, complicated tax situations, withdrawal strategies after accumulation, trusts, and intergenerational issues.

We begin every client relationship by working closely with you to identify and develop a personalized, goals-based financial plan designed to meet your short and long-term personal financial goals, with the most appropriate risk tolerance possible.

Personal Financial Planning

AAFCPAs Wealth Management PFP solutions include:

  • In-depth discussions to identify your financial needs and goals, resources and debts, risk tolerance, and values
  • Estate, trust, and wealth transfer planning
  • Risk management, insurance planning and asset protection
  • Development and documentation of your tailored, personal financial plan
  • Investment planning, asset allocation, and investment selection
  • Portfolio management, monitoring, and rebalancing
  • Liquidity strategies during asset withdrawal periods
  • Comprehensive tax planning and tax return preparation
  • Personal and philanthropic gifting strategies
  • Cash flow planning
  • Retirement planning
  • Education planning
  • Elder planning
  • Education as needed and appropriate

AAFCPAs Wealth Management’s goal is to provide valuable peace of mind by delivering objective financial advice based solely on your needs and goals – delivered clearly and comprehensively. We provide personal attention and guide our clients toward achieving their goals through informed, objective decisions, all while proactively assessing the inherent risks.